Other · DOL Form 5500 · 2022
The Nemours Foundation Retirement Plan
Data updated 2026-08-11
- $924M
- Total assets
- 7,882
- Participants
- 99th
- Percentile by assets
- $117,284
- Avg per participant
Official DOL plan name: The Nemours Foundation Section 403(b) Plan · Sponsored by The Nemours Foundation · Florida · Healthcare & Social Assistance
$924M in assets, 7,882 participants
The Nemours Foundation's The Nemours Foundation Section 403(b) Plan reported $924M in total assets and 7,882 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 99th percentile by assets (of 139,126 plans)
- #19,867 in Healthcare & Social Assistance (20,060 peers)
Coverage in Florida
The Nemours Foundation Section 403(b) Plan covers 7,882 participants in Florida, 13x the typical Florida plan (state average ~628 per filing). Assets: $924M.
- $924M
- total plan assets (2022 EOY)
- 7,882
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $117,284
- avg assets per participant
The plan reported a net loss of $117M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. The Nemours Foundation Section 403(b) Plan reports 7,882 participants - 13x that state average ($924M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $924M |
| Net Income | -$117M |
| Employer EIN | 590634433 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Nemours Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9,635 | $1.5B |
| 2023 | 2 | 10,091 | $1.8B |
| 2024 | 2 | 10,539 | $1.9B |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
The Nemours Foundation Section 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- University of Miami Supplemental Retirement Annuity Program $689M · 2,383
Scale composition for The Nemours Foundation Section 403(b) Plan
The Nemours Foundation Section 403(b) Plan reports $924M in end-of-year assets across 7,882 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $117,284 per participant (85% of the national average assets-per-participant) . Net income for plan year 2022 was -$117M.
This plan identity (EIN 590634433, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $924M to $1.3B (+42.1%) while covered participants moved from 7,882 to 9,064 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,882 | $924M | This page |
| 2023 | 8,505 | $1.1B | Open filing |
| 2024 · index core | 9,064 | $1.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Nemours Foundation Section 403(b) Plan (Other, $1.3B, 9,064 participants)
- The Nemours Foundation Pension Plan (Defined Benefit (Pension), $635M, 1,475 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Nemours Foundation Section 403(b) Plan by total assets, not by location.
- Villanova University Retirement Savings Plan (PA) $920M · 2,476
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan (TN) $919M · 4,892
- Lehigh Valley Health Network, Inc. 403(b) Savings Plan (PA) $917M · 13,552
- Southern Methodist University Retirement Plan (TX) $932M · 2,277
Frequently Asked Questions
How did The Nemours Foundation Section 403(b) Plan assets move in 2022? ▼
How have The Nemours Foundation plan assets changed over time? ▼
Where does The Nemours Foundation Section 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Nemours Foundation Section 403(b) Plan? ▼
Next read for The Nemours Foundation Section 403(b) Pl…
Filing takeaways
Ways to act on The Nemours Foundation Section 403(b) Plan's numbers.
- By total assets, The Nemours Foundation Section 403(b) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- The Nemours Foundation's sponsor-wide assets have grown 27.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans